large portfolios
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 18, 2024 by Bill Gurley · across every show →
Everything said about large portfolios, oldest first
Apr 18, 2024 bearish
Gurley: Staying private indefinitely will trigger sudden, severe valuation write-downs
“That staying private forever has consequences. And unfortunately, the way it'll show up is some people will have kept some private marks in their very large positions and very large portfolios for a very long time, and then they'll be corrected all at once.”